AAM
Autus Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $422K | Hold |
1,600
| – | – | 0.08% | 112 |
|
|
2022
Q3 | $369K | Hold |
1,600
| – | – | 0.07% | 110 |
|
|
2022
Q2 | $395K | Buy |
1,600
+58
| +4% | +$14.3K | 0.07% | 110 |
|
|
2022
Q1 | $381K | Sell |
1,542
-8
| -0.5% | -$1.98K | 0.06% | 120 |
|
|
2021
Q4 | $415K | Buy |
1,550
+20
| +1% | +$5.36K | 0.04% | 134 |
|
|
2021
Q3 | $369K | Sell |
1,530
-70
| -4% | -$16.9K | 0.04% | 131 |
|
|
2021
Q2 | $370K | Sell |
1,600
-15
| -0.9% | -$3.47K | 0.04% | 131 |
|
|
2021
Q1 | $362K | Buy |
+1,615
| New | +$362K | 0.04% | 132 |
|
|
2020
Q4 | – | Sell |
-1,272
| Closed | -$280K | – | 158 |
|
|
2020
Q3 | $280K | Hold |
1,272
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $235K | Buy |
+1,272
| New | +$235K | 0.03% | 145 |
|
|
2020
Q1 | – | Sell |
-1,160
| Closed | -$229K | – | 147 |
|
|
2019
Q4 | $229K | Sell |
1,160
-8
| -0.7% | -$1.58K | 0.03% | 150 |
|
|
2019
Q3 | $251K | Buy |
1,168
+34
| +3% | +$7.31K | 0.04% | 143 |
|
|
2019
Q2 | $236K | Buy |
1,134
+32
| +3% | +$6.66K | 0.04% | 144 |
|
|
2019
Q1 | $209K | Sell |
1,102
-333
| -23% | -$63.2K | 0.03% | 149 |
|
|
2018
Q4 | $255K | Sell |
1,435
-50
| -3% | -$8.89K | 0.05% | 131 |
|
|
2018
Q3 | $248K | Buy |
1,485
+108
| +8% | +$18K | 0.04% | 140 |
|
|
2018
Q2 | $216K | Hold |
1,377
| – | – | 0.04% | 149 |
|
|
2018
Q1 | $215K | Sell |
1,377
-65
| -5% | -$10.1K | 0.04% | 147 |
|
|
2017
Q4 | $248K | Sell |
1,442
-75
| -5% | -$12.9K | 0.05% | 139 |
|
|
2017
Q3 | $238K | Buy |
+1,517
| New | +$238K | 0.05% | 143 |
|
|
2014
Q4 | – | Sell |
-2,373
| Closed | -$225K | – | 119 |
|
|
2014
Q3 | $225K | Sell |
2,373
-550
| -19% | -$52.1K | 0.08% | 114 |
|
|
2014
Q2 | $294K | Sell |
2,923
-550
| -16% | -$55.3K | 0.1% | 101 |
|
|
2014
Q1 | $340K | Sell |
3,473
-1,204
| -26% | -$118K | 0.13% | 90 |
|
|
2013
Q4 | $454K | Sell |
4,677
-298
| -6% | -$28.9K | 0.18% | 80 |
|
|
2013
Q3 | $479K | Sell |
4,975
-221
| -4% | -$21.3K | 0.2% | 78 |
|
|
2013
Q2 | $514K | Buy |
+5,196
| New | +$514K | 0.23% | 74 |
|